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Jason Thomas Beaver

J Beaver Investment Advisors Inc

El Paso, TX

CRD 5205193

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Employer firm

J Beaver Investment Advisors Inc CRD 309157

$73.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
J Beaver Investment Advisors Inc

200 Bartlett Suite 107, El Paso, TX 79912 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-05-25
TX RA APPROVED 2020-06-12
  • NM RA
    APPROVED
    Since 2022-05-25
  • TX RA
    APPROVED
    Since 2020-06-12

Branch Locations

200 Bartlett Suite 107, El Paso, TX 79912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ruben E. Guerra Company, Llc El Paso TX 06/2006 Present
J Beaver Investment Advisors El Paso TX 05/2020 Present
  • 06/2006 → Present
    The Ruben E. Guerra Company, Llc
    El Paso, TX
  • 05/2020 → Present
    J Beaver Investment Advisors
    El Paso, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-27
  • S65 Uniform Investment Adviser Law Examination
    2006-07-27

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

JESUS CASTELLANOS
RICHARD JOENS
Divia Correa

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EL PASO, TX
OSAIC WEALTH, INC. · EL PASO, TX
RAYMOND JAMES & ASSOCIATES, INC. · EL PASO, TX

More in El Paso, TX

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